SlateStone’s Chief Equity Strategist, Erin Gibbs, was featured in Barron’s discussing why the recent large-cap rally may not be built to last.
Erin noted that September’s gains were driven by only a handful of stocks, raising questions about durability. She explained that Fed rate cuts could set the stage for small- and mid-cap equities to outperform, a trend SlateStone research has confirmed in six of the past seven cutting cycles since 1980.
Read the full article in Barron’s here.